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Smith Anglin Financial’s United Airlines UAL Stock Holding History

Smith Anglin Financial’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$388K Sell
4,877
-672
-12% -$49.5K 0.04% 140
2025
Q1 		$383K Sell
5,549
-318
-5% -$30K 0.04% 138
2024
Q4 		$570K Sell
5,867
-1,137
-16% -$96.1K 0.05% 109
2024
Q3 		$400K Sell
7,004
-110
-2% -$5.09K 0.04% 129
2024
Q2 		$346K Buy
7,114
+71
+1% +$3.57K 0.04% 135
2024
Q1 		$337K Buy
7,043
+215
+3% +$9.21K 0.03% 131
2023
Q4 		$282K Buy
6,828
+622
+10% +$24.5K 0.03% 141
2023
Q3 		$263K Buy
6,206
+2
+0% +$101 0.03% 144
2023
Q2 		$340K Hold
6,204
– – 0.04% 124
2023
Q1 		$275K Buy
6,204
+64
+1% +$3.07K 0.04% 129
2022
Q4 		$231K Buy
+6,140
New +$249K 0.04% 127
2022
Q3 		– Sell
-5,981
Closed -$212K – 152
2022
Q2 		$212K Buy
5,981
+187
+3% +$8.21K 0.06% 121
2022
Q1 		$269K Buy
5,794
+806
+16% +$34.9K 0.06% 105
2021
Q4 		$218K Sell
4,988
-39
-0.8% -$1.81K 0.04% 138
2021
Q3 		$239K Buy
+5,027
New +$237K 0.05% 123
2021
Q2 		– Sell
-3,570
Closed -$205K – 149
2021
Q1 		$205K Buy
+3,570
New +$174K 0.04% 134

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Smith Anglin Financial's UAL Position: Q2 2025 in Review

Smith Anglin Financial reduced its United Airlines (UAL) stake by 12% in Q2 2025, selling an estimated $49.5K and leaving 4,877 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #140.

Smith Anglin Financial first reported a position in UAL in Q1 2021 and has held it in 16 quarters since. The position peaked at $570K in Q4 2024. 866 funds tracked by Wall St. Rank hold UAL as of Q2 2025.

  • Smith Anglin Financial held 4,877 shares of United Airlines worth $388K as of Q2 2025.
  • Smith Anglin Financial sold 672 United Airlines shares in Q2 2025, an estimated $49.5K.
  • United Airlines made up 0.04% of Smith Anglin Financial's portfolio in Q2 2025, its #140 holding.
  • Smith Anglin Financial first reported a position in United Airlines in Q1 2021 and has held it in 16 quarters since.
  • Smith Anglin Financial's United Airlines position peaked at $570K in Q4 2024.
  • 866 funds tracked by Wall St. Rank held United Airlines as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.